Calton & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Calton & Associates’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Buy
2025 Q2	$232K	Sell
2025 Q1	$261K	Buy